9.3
Spot Score
Streamline your sales and marketing efforts.
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Starts from $29/User/Month
Insightly CRM stands out as a user-friendly and customizable platform for businesses aiming to improve sales processes and centralize customer data. Its strengths lie in its adaptability to various organizational needs, offering features such as pipeline tracking, task automation, and contact management. Users appreciate its ability to seamlessly integrate with ...Read more
Insightly helps manage contacts, leads, deals, and opportunities, offering a unified platform for sales and marketing teams.
The built-in real-time messaging feature makes collaboration easy, keeping teams aligned on deals and client communications.
Insightly syncs with Outlook and Gmail, simplifying the process of organizing contacts and tracking communications.
The intuitive interface makes it easy for teams to adapt quickly and start using the platform effectively.
While useful for basic CRM tasks, Insightly's reporting tools could be more robust for advanced analytics.
The mobile app doesn't offer the same range of features as the desktop version, which could limit productivity on the go.
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Showing 11-20 out of 876
SB
Sean B
10/24/23
"CRM Review"
What do you like best about Insightly CRM? Versitility, automations, customer spport and ability to kep notes What do you dislike about Insightly CRM? Takes a long time to set up and you need to dedicate a lot of time to it What problems is Insightly CRM solving and how is that benefiting you? Sales Pipeline, unit visibility, customer equipment, nootes
AU
Anonymous User
10/24/23
"Very user friendly"
What do you like best about Insightly CRM? It is incredibly intuitive and easy to use What do you dislike about Insightly CRM? It buffers too much. takes to long for updates to show. What problems is Insightly CRM solving and how is that benefiting you? Tracking sales activity is very important to our organization as we are a start up and need to prove to investors activity and progress.
DR
Dawn R
10/24/23
"Amazing support, easy to use and so much still to explore"
What do you like best about Insightly CRM? It does exactly what we need it to do as far as a CRM and we're probably/definitely not even using all the features it has to offer! We have been very impressed with the customer support -- they actually care about their customers and their product, and it shows. What do you dislike about Insightly CRM? There are work arounds, but I do wish it worked within LinkedIn a little easier. Programs like LinkedMatch are an easy and cheap fix for that ...
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KS
Krunal S
09/06/23
"Great place for Bulk Marketing"
What do you like best about Insightly CRM? Because of its extensive adaptability, I can make it fit the particular requirements of my company. Workflows, reports, and custom fields are simple to add. What do you dislike about Insightly CRM? For me there is nothing to be dislike about insightly till now. What problems is Insightly CRM solving and how is that benefiting you? I can easily manage my bulk marketing activities from Insightly.
AK
Ansar k
09/05/23
"My overall review about Insightly CRM"
What do you like best about Insightly CRM? - insightly has excellent contact management system - Integraton with popular email platform - Customization capability - Excellent customer suport system which is unique features compared to competitors What do you dislike about Insightly CRM? -Some users find itinightly to be overly complex - due to extensive features new users may find it steep learning curve -Limited offline access which need to be improved What problems is Insightly CRM ...
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AU
Anonymous User
08/30/23
"Easy to Use"
What do you like best about Insightly All-in-One? I love that you can keep track of your contacts and following your customer relations processes all in one place! The pipelines, ability to assign tasks, and keep track of communication is awesome! What do you dislike about Insightly All-in-One? There is a degree of getting used to the functions and how they interface with each other. The learning curve was a bit much for me at first, but once I spent some time playing with it, it was ...
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AU
Anonymous User
08/30/23
"Easy to Use"
What do you like best about Insightly All-in-One? I love that you can keep track of your contacts and following your customer relations processes all in one place! The pipelines, ability to assign tasks, and keep track of communication is awesome! What do you dislike about Insightly All-in-One? There is a degree of getting used to the functions and how they interface with each other. The learning curve was a bit much for me at first, but once I spent some time playing with it, it was ...
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AO
Alexis O
08/24/23
"Very satisfied customer"
What do you like best about Insightly CRM? Insightly CRM has allowed our team to track growth from the entire sales process. i.e. lead conversion, contacts, opportunies, reporting etc. The CRM tool is very easy to navigate, teach and maintain. I love the dashboards! What do you dislike about Insightly CRM? I geniunely do not have anything that I dislike about Insightly CRM. What problems is Insightly CRM solving and how is that benefiting you? Insightly CRM is solving recording our leads, ...
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JW
Jennifer W
08/24/23
"Great CRM with all the great features you want for an affordable cost!"
What do you like best about Insightly CRM? Has all the features a business needs like ease of use, robust reporting & customizations without the high cost that comes other well known CRMs What do you dislike about Insightly CRM? We haven't found anything we dislike! And we have been using Insightly for over a year! What problems is Insightly CRM solving and how is that benefiting you? Sharing of data & contacts across teams. Providing analytical reports to leadership.
KG
kati g
08/24/23
"A modern customizable CRM with on the clock support"
What do you like best about Insightly CRM? The best thing about Insightly CRM is how well thought out everything is. It's extremly modern which means it's easy to use and everything is very organized and clean. The Insightly CRM also gets updated with things that greatly improve the production value of the CRM. It has everything you are looking for and it's clear the Insightly team wants your business to succeed. What do you dislike about Insightly CRM? The only downside about Insightly CRM ...
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